STRATEGY

 

Insurers’ investment strategies are constantly evolving in response to, as well as in anticipation of, market, economic, and own organisational changes. Here we provide insight and analysis into the views of market participants and influencers on the latest developments taking place globally and how they have impacted asset allocation, investment, and trading decision-making.

Showing 75 of 438 articles
How to turn net-zero ambition into action
  • Tuesday, Nov 07, 2023

Senior industry figures said that short-termism would not achieve the necessary investment results for the net-zero transition.

ESG Investment Leader Awards 2023 - FULL LIST OF WINNERS
  • Friday, Nov 03, 2023

The full list of winners of the ESG Investment Leader Awards were revealed in an intimate ceremony last night.

Insurance Multi-Asset Outlook | Early 2024 resolutions: Enjoy the yield
  • Thursday, Nov 02, 2023

What should insurers expect from markets as we approach 2024? Tim Antonelli, Head of Insurance Multi-Asset Strategy and Portfolio Manager, identifies areas that may be worth a closer look.

High quality, durable income with taxable munis: an overlooked solution for insurers
  • Tuesday, Oct 31, 2023

Despite recent favourable inflation trends, yields across the bond market remain elevated, hovering around 10-year highs.

Regulator’s view: Tighter reinsurance rates create market headaches
  • Monday, Oct 30, 2023

Mike Chaney, Commissioner at the Mississippi Insurance Department, speaks about the challenges of tighter reinsurance markets and inflation.

Is framework uniformity the most pressing global ESG investment need?
  • Tuesday, Oct 24, 2023

Three investment professionals weigh in on whether international regime differences are a hindrance in developing ESG strategies.

Where are the ESG opportunities for alternative investments?
  • Friday, Oct 20, 2023

Jaclyn Bouchard, EVP, Head of ESG Solutions and Corporate Responsibility, Preqin, outlines the current opportunities, challenges, and solutions around ESG for alternative investments.

How are US CIOs navigating ESG challenges?
  • Tuesday, Oct 17, 2023

Three chief investment officers discuss market uncertainty, opportunities, and pitfalls in the hot potato world of ESG.

How insurers can steer their portfolios for exposure management
  • Monday, Oct 16, 2023

Justin Muzinich, Former Deputy Secretary of the Treasury of the US, and CEO of Muzinich & Co., discusses exposure management and what to expect in 2024.

How can illiquid alternative investments maintain their status?
  • Tuesday, Oct 10, 2023

Anna McMullan, Director, Reinsurance Group of America, shares her thoughts on whether publicly traded, liquid assets are more attractive in the current market environment.

What role do private markets play in a Nordic insurer's portfolio?
  • Monday, Oct 09, 2023

Nordics are seeing a re-evaluation of private market strategies for institutional investors, which could have a reverberating ripple on global markets.

Global bonds market has strong 2023 despite sell-offs
  • Friday, Oct 06, 2023

Global bonds are set to outperform US bonds, which could mean a rethinking of fixed income allocation for investment teams searching for steadier returns.

Asset owners show more dedication to ESG implementation
  • Thursday, Oct 05, 2023

Despite ESG progress and commitment, frustrations remain in industry due to regulation, data, and confusion over overall strategy.

Sourcing efficient fixed income opportunities for insurers
  • Tuesday, Oct 03, 2023

Keith Goodby, Head of Shareholder Investments and Strategy at Aviva, discusses where insurance investment teams can find good portfolio returns.

What are the key factors to monitor in active stewardship?
  • Monday, Oct 02, 2023

Cléo Fitzsimons, Head of Sustainability at Pension Insurance Corporation (PIC), gives her views on active stewardship and where obstacles remain.